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JL

Joel Larsen

Sacramento, CA
Verified Identity

Principal Certified Financial Planner® at

Navion Financial Advisors

Years of Experience

35 years

Member Since

2023

Allow Me to Introduce Myself

Mr. Larsen began his career by serving in the United States Marine Corps from 1973 until 1982. He then spent the next eight years in the computer retail business, both in sales and management. During this time he also served as a Reserve Deputy Sheriff in St. Tammany Parish, Louisiana. In 1990 Mr. ...

Clientele

Veterans & Active Duty Military
Government Contractors
Doctors
Healthcare Workers
Retirees
New Investors

Services Provided

Specialties and Expertise

Credentials and Designations

Pricing Models

Previous Work Experience

Larsen Financial Strategies Group (Predecessor firm to Navion Financial Advisors)

Principal

2004 - 2008

Wachovia Securities

Sr. VP - Investments

1993 - 2004

Merrill Lynch

Financial Consultant

1990 - 1993

United States Marine Corps

Staff Sergeant

1974 - 1982

Disclosures and Proof of License

SEC Profile

Advisor Disclosure

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. CA Insurance License Number #0C59477.

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Profile Last Updated: March 4, 2025